Asia-Pacific Surge: Global Equity Rotation Dominates ETF Volume

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Macro Summary

The market concluded the session with a total volume of $329.3B, representing 98% of the 30-day average. The narrative of the session was defined by a massive localized surge in Asia-Pacific Equities and Volatility Alternatives, contrasting with a significant pullback in Commodity and Digital Asset activity. While broad indices remained relatively flat, high-activity outliers in long-term treasuries and regional equity funds signaled a tactical repositioning across global markets.

Asset Class Volume 30D Avg. % of 30D Avg.
Equity $235.0B $222.1B 106%
Fixed Income $31.0B $33.2B 93%
Commodities $14.4B $30.2B 48%
Digital Asset $4.6B $7.3B 63%
Currencies $121.6M $115.6M 105%
Alternatives $1.8B $1.2B 146%
Non-Traditional $42.2B $43.1B 98%
Multi-Asset $242.5M $238.9M 102%

Equity

Equity markets traded at 106% of their 30-day average, with total volume reaching $235.0B. Activity was heavily skewed toward the Asia-Pacific region, where the category traded at a staggering 2,417% of normal volume, primarily driven by massive turnover in VPL (-1.45%) and AIA (-0.73%). Consumer Staples also saw elevated volume but underperformed with a -1.24% return.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Equity: Region – Asia-Pacific 2417% $2.5B -0.62%
Equity: Region – Asia-Pacific Ex-Japan 508% $869.0M +0.03%
Equity: Sector – Consumer Staples 134% $2.7B -1.24%
Equity: Thematic – Midstream & MLPs 127% $191.2M -0.38%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
VPL Vanguard FTSE Pacific ETF 2681% $2.5B -1.45%
JPEF JPMorgan Equity Focus ETF 1805% $155.2M +0.12%
AIA iShares Asia 50 ETF 1462% $749.8M -0.73%
RXI iShares Global Consumer Discretionary ETF 958% $24.0M -0.06%
EUFN iShares MSCI Europe Financials ETF 816% $486.9M +1.95%
OMFL Invesco Russell 1000 Dynamic Multifactor ETF 776% $134.8M -0.01%
IWX iShares Russell Top 200 Value ETF 706% $160.1M -0.19%
RSPN Invesco S&P 500 Equal Weight Industrials ETF 688% $78.0M +0.25%
RWR State Street SPDR Dow Jones REIT ETF 645% $211.4M +1.17%
FLTW Franklin FTSE Taiwan ETF 502% $104.5M +0.04%

Fixed Income

Fixed Income volume totaled $31.0B, representing 93% of average turnover. Despite the slight overall dip, Preferred Stock and Sovereign Debt segments saw localized anomalies. Fixed Income: Taxable – Preferred Stock activity reached 162% of ADV, led by high-activity outliers like PFF (+0.41%) and a surge in treasury products such as GOVI (+0.11%).

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Fixed Income: Taxable – Preferred Stock 162% $454.7M +0.25%

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
GOVI Invesco Equal Weight 0-30 Year Treasury ETF 2388% $257.4M +0.11%
TBLL Invesco Short Term Treasury ETF 1168% $230.9M +0.00%
VGLT Vanguard Long-Term Treasury ETF 625% $970.7M +0.15%
PCY Invesco Emerging Markets Sovereign Debt ETF 586% $61.8M +0.34%
HIMU iShares High Yield Muni Active ETF 461% $66.8M +0.09%
HYLB Xtrackers USD High Yield Corporate Bond ETF 384% $225.0M -1.42%
PFF iShares Preferred & Income Securities ETF 289% $301.2M +0.41%
DBND DoubleLine Opportunistic Core Bond ETF 279% $9.6M +0.06%
VNLA Janus Henderson Short Duration Income ETF 266% $57.0M -0.02%
GVI iShares Intermediate Government/Credit Bond ETF 232% $37.8M -0.00%

Commodities

Commodities saw a significant reduction in interest, with volume falling to $14.4B, just 48% of the 30-day average. Focused Precious Metals categories saw volume dry up compared to recent weeks, and the class posted a broad average return of -1.40% across active funds.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

No items met the inclusion criteria for this session.

Digital Asset

Digital Asset turnover was muted, recording $4.6B in volume (63% of average). Bitcoin-focused products provided the bulk of turnover, though activity vs. ADV remained significantly below average for the session.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

No items met the inclusion criteria for this session.

Currencies

Currencies traded at 105% of average volume, totaling $121.6M. The session was balanced with no significant category or ticker outliers meeting the high-activity criteria.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

No items met the inclusion criteria for this session.

Alternatives

Alternative ETFs saw a notable spike in interest, trading at 146% of average volume ($1.8B). This was almost entirely driven by Volatility strategies; Short Volatility funds saw 165% of normal activity (+1.44% return), while Long Volatility traded at 144% but suffered a -3.30% loss.

High-Volume Categories

Category Activity vs ADV $ Volume 1-Day Return
Alternative: Volatility – Short 165% $357.9M +1.44%
Alternative: Volatility – Long 144% $1.4B -3.30%

High-Activity Ticker Outliers

No items met the inclusion criteria for this session.

Non-Traditional

The Non-Traditional space traded $42.2B (98% activity). While broad categories remained near average, individual tickers like SSO (250% ADV) and TCAL (239% ADV) saw heavy concentrated trading. Synthetic Income strategies for Equity and Fixed Income also saw selective surges in participation.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
SSO ProShares Ultra S&P 500 250% $642.0M +0.30%
TCAL T. Rowe Price Capital Appreciation Premium Income ETF 239% $9.9M +0.04%
QYLD Global X NASDAQ 100 Covered Call ETF 193% $279.9M -0.17%
CHPY YieldMax Semiconductor Portfolio Option Income ETF 188% $31.9M +0.40%
IWMI NEOS Russell 2000 High Income ETF 180% $32.6M +0.08%
QQQI NEOS Nasdaq 100 High Income ETF 173% $498.1M +0.07%
BALI iShares U.S. Large Cap Premium Income Active ETF 155% $12.7M +0.11%
TLTW iShares 20+ Year Treasury Bond BuyWrite Strategy ETF 163% $56.5M +0.24%

Multi-Asset

Multi-Asset ETFs remained stable, trading at 102% of average volume ($242.5M). Growth-oriented Target Risk strategies saw a minor activity premium, though broad asset allocation funds traded in line with historical norms.

High-Volume Categories

No items met the inclusion criteria for this session.

High-Activity Ticker Outliers

Ticker Name Activity vs ADV $ Volume 1D Return
RLY State Street Multi-Asset Real Return ETF 154% $8.3M -0.68%

Disclaimer: This AI-assisted commentary is for informational purposes only. The “High-Volume Categories” table includes categories with over $100M in volume and activity at least 125% of their 30-day average, limited to the top 5 by activity percentage. The “High-Activity Ticker Outliers” table shows the top 10 ETFs from each asset class, sorted by the highest trading activity versus their 30-day average. All reported ETFs have AUM over $250M and an ADV greater than $2.5M.

Disclosures: This material is for informational purposes only and should not be considered investment advice. All investments, including ETFs, involve risk, including the possible loss of principal. Investors should consider their investment objectives, risks, charges, and expenses carefully before investing.

This analysis was developed by the team at ETF Action. We leverage advanced AI tools to assist in the drafting and refinement of our content, based on our expert prompts, direction, and final review.